|
26
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.31M
|
-$45K
|
-216
|
-2%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$2.09M
|
-$500K
|
-2,399
|
-20%
|
|
|
28
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.81M
|
+$1.31M
|
+6,303
|
+357%
|
|
|
29
|
Comerica Bank
Dallas,
Texas
|
$1.59M
|
–
|
–
|
–
|
|
|
30
|
|
$1.48M
|
+$509K
|
+2,446
|
+58%
|
|
|
31
|
Wealthspire Advisors (New York)
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.46M
|
+$33.1K
|
+159
|
+3%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
-$21K
|
-101
|
-2%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.36M
|
-$171K
|
-820
|
-12%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.35M
|
-$72.9K
|
-350
|
-6%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$1.3M
|
-$121K
|
-582
|
-9%
|
|
|
37
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
38
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.09M
|
-$47.9K
|
-230
|
-4%
|
|
|
39
|
|
$1.03M
|
–
|
–
|
–
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$950K
|
–
|
–
|
–
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
$906K
|
–
|
–
|
–
|
|
|
42
|
F/M Investments
Washington,
District of Columbia
|
$884K
|
-$336K
|
-1,613
|
-29%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$823K
|
-$72.1K
|
-346
|
-9%
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$793K
|
–
|
–
|
–
|
|
|
45
|
KeyBank National Association
Cleveland,
Ohio
|
$737K
|
–
|
–
|
–
|
|
|
46
|
Freedom Investment Management
Hartford,
Connecticut
|
$708K
|
+$31.7K
|
+152
|
+5%
|
|
|
47
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$688K
|
-$124K
|
-594
|
-16%
|
|
|
48
|
Park National Corp
Newark,
Ohio
|
$659K
|
-$68.1K
|
-327
|
-10%
|
|
|
49
|
Zacks Investment Management
Chicago,
Illinois
|
$650K
|
–
|
–
|
–
|
|
|
50
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$640K
|
–
|
–
|
–
|
|
